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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,740 | $99,875+18.9% | $146,866-19.2% | $86,983+36.5% |
| Participation rate | 60.8% | 75.8%-15.0pp | 82.5%-21.7pp | 69.5%-8.8pp |
| Annual return | 16.27% | 28.10%-11.8pp | 102.85%-86.6pp | 25.83%-9.6pp |
| Employer contribution / active EE | $1,771 | $3,224-45.1% | $4,425-60.0% | $2,584-31.5% |
| Participant deferral / active EE | $3,527 | $6,322-44.2% | $7,759-54.5% | $4,194-15.9% |
| Admin fee / account holder | $1,709 | $7,838-78.2% | $13,620-87.5% | $7,856-78.3% |